Products

Customer Stock Ownership Plans

Stock ownership can now become the most powerful loyalty and promotion currency ever conceived. Learn more...

Overview

LOYAL3 is an online service that provides public companies with the ability to tie their corporate brands to the American dream of stock ownership. In short, the company turns stock ownership into a powerful loyalty currency through a new concept called a CSOP or Customer Stock Ownership Plan that results in better customer economics including higher retention, more up-sell opportunities and increased new customer acquisitions. The LOYAL3 technology transforms the traditional DSPP (Direct Stock Purchase Plan) model into a vibrant consumer facing application that makes buying stock online as easy as buying products online. Learn more...



Benefits

 

Learn the differences between
a CSOP and a Direct Stock Purchase Plan.
Download the white paper.

 
  • Build ownership based reward and promotion programs
    Companies can tie stock to promotions, rewards, loyalty programs, and even offer high-value segments various stock discounts.
  • Create more valuable customers
    Customer-owners are more valuable. They spend more and refer more people.
  • Differentiate and extend brand
    By offering customers a real stake in the company and brand, you don’t have to try and “own” the customer because now “they own you”.
  • Implement easily
    LOYAL3 provides complete regulatory and marketing templates and guidelines to make implementation turn-key and fast.
  • Track and measure your results
    Web 2.0 technology offers ongoing reporting that helps capture incremental customer value across key metrics including spend and tenure.
  • Integrate regulatory compliance
    CSOPs are based on the established requirements and regulatory framework of direct stock purchase plans and dividend reinvestment plans.

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Want to know more? Call 415-981-0700